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Southern Company

1,193 hedge funds and large institutions have $27B invested in Southern Company in 2017 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 487 increasing their positions, 435 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 58

55% more call options, than puts

Call options by funds: $246M | Put options by funds: $158M

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

12% more repeat investments, than reductions

Existing positions increased: 487 | Existing positions reduced: 435

2% more funds holding

Funds holding: 1,1721,193 (+21)

1.18% more ownership

Funds ownership: 53.55%54.73% (+1.2%)

4% more capital invested

Capital invested by funds: $25.8B → $27B (+$1.16B)

Holders
1,193
Holders Change
+21
Holders Change %
+1.79%
% of All Funds
29.7%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.45%
New
92
Increased
487
Reduced
435
Closed
58
Calls
$246M
Puts
$158M
Net Calls
+$87.6M
Net Calls Change
+$44.3M
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
976
RNC Capital Management
California
$244K -$27.2K -550 -10%
RMCM
977
Reynders McVeigh Capital Management
Massachusetts
$244K -$19.2K -388 -7%
BBI
978
Baxter Bros Inc
Connecticut
$244K -$17.3K -350 -7%
ZIM
979
Zacks Investment Management
Illinois
$243K +$241K +4,873 New
FBT
980
First Bankers Trust
Kentucky
$240K
PL
981
Parkwood LLC
Ohio
$239K -$25.4K -514 -10%
LIM
982
Lathrop Investment Management
Arkansas
$239K -$10.6K -215 -4%
BC
983
Bartlett & Co
Ohio
$239K +$692 +14 +0.3%
SAM
984
Shamrock Asset Management
Texas
$237K -$22.9K -463 -9%
TWA
985
TCI Wealth Advisors
Arizona
$236K -$741 -15 -0.3%
ACA
986
Anchor Capital Advisors
Massachusetts
$236K
BRM
987
Boston Research & Management
Massachusetts
$236K
PAM
988
Peak Asset Management
Colorado
$236K
AAP
989
Arax Advisory Partners
Colorado
$235K -$73.2K -1,482 -24%
IHL
990
Investment House LLC
California
$235K +$148 +3 +0.1%
Luther King Capital Management (LKCM)
991
Luther King Capital Management (LKCM)
Texas
$234K +$233K +4,708 New
HDIM
992
Hanson & Doremus Investment Management
Vermont
$233K -$5.44K -110 -2%
TCM
993
Tufton Capital Management
Maryland
$232K -$5.44K -110 -2%
UAS
994
United Asset Strategies
New York
$230K
KB
995
Kimelman & Baird
New York
$230K +$20.3K +410 +10%
CWM
996
Confluence Wealth Management
Oregon
$229K +$18.5K +374 +9%
PCM
997
Penserra Capital Management
California
$229K +$152K +3,080 +200%
DLHL
998
Donald L. Hagan LLC
Florida
$227K
RGC
999
Roberts, Glore & Co
Illinois
$225K
EGM
1000
Engineers Gate Manager
New York
$224K +$222K +4,500 New